Yukon Wealth Management, Inc. Portfolio Holdings

Yukon Wealth Management, Inc.

  • $305 Billion
  • Q3 2025

Yukon Wealth Management, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $305 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.9B, Ishares Core S&P 500 ETF with a value of $27.8B, Ishares Tr with a value of $25.2B, Apple Inc. with a value of $24.5B, and Schwab Strategic Tr Us Dividen with a value of $14.4B.

Examining the 13F form we can see an increase of $25.5B in the current position value, from $280B to 305B.

Yukon Wealth Management, Inc. is based out at Overland Park, KS

Below you can find more details about Yukon Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $305 Billion
ETFs: $183 Billion
Technology: $69 Billion
Financial Services: $13.4 Billion
Communication Services: $11.4 Billion
Consumer Cyclical: $7.57 Billion
Industrials: $6.31 Billion
Healthcare: $4.35 Billion
Consumer Defensive: $4.28 Billion
Other: $1.76 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$27.9 Billion 9.14% of portfolio
149,448
Q3 2025 Added 0.6%
$0
$27.8 Billion 9.11% of portfolio
41,522
Q3 2025 Reduced 2.06%
$0
$25.2 Billion 8.27% of portfolio
177,573
Q3 2025 Added 3.06%
$4.3T
$24.5 Billion 8.04% of portfolio
96,265
Q3 2025 Added 0.59%
$0
$14.4 Billion 4.71% of portfolio
526,416
Q3 2025 Added 8.4%
$0
$11.1 Billion 3.64% of portfolio
51,481
Q3 2025 Added 5.17%
$3.78T
$10.5 Billion 3.43% of portfolio
20,184
Q3 2025 Added 1.5%
$0
$7.68 Billion 2.52% of portfolio
12,786
Q3 2025 Added 0.13%
$0
$7.16 Billion 2.35% of portfolio
153,223
Q3 2025 Reduced 1.62%
$0
$6.95 Billion 2.28% of portfolio
47,755
Q3 2025 Reduced 1.88%
$2.39T
$6.38 Billion 2.09% of portfolio
29,056
Q3 2025 Added 6.88%
$0
$6.1 Billion 2.0% of portfolio
41,912
Q3 2025 Added 0.28%
$1.74T
$5.34 Billion 1.75% of portfolio
21,929
Q3 2025 Added 1.24%
$0
$4.91 Billion 1.61% of portfolio
114,832
Q2 2025 Added 20.34%
$512B
$4.44 Billion 1.46% of portfolio
7,812
Q3 2025 Added 0.58%
$0
$4.41 Billion 1.44% of portfolio
38,685
Q3 2025 Reduced 3.05%
$0
$3.83 Billion 1.25% of portfolio
27,150
Q1 2025 New
$0
$3.52 Billion 1.15% of portfolio
47,373
Q2 2025 New
$139B
$3.13 Billion 1.03% of portfolio
9,498
Q3 2025 Added 1.87%
$0
$3.12 Billion 1.02% of portfolio
39,483
Q2 2025 New
$136B
$3.05 Billion 1.0% of portfolio
12,915
Q3 2025 Reduced 5.59%
$0
$3.04 Billion 1.0% of portfolio
29,073
Q3 2025 Added 0.14%
$0
$3.04 Billion 1.0% of portfolio
25,186
Q3 2025 Added 0.33%
$881B
$2.85 Billion 0.94% of portfolio
9,046
Q3 2025 Added 0.29%
$0
$2.82 Billion 0.93% of portfolio
51,003
Q3 2025 Added 0.46%
$1.65T
$2.74 Billion 0.9% of portfolio
11,259
Q3 2025 Added 1.42%
$0
$2.68 Billion 0.88% of portfolio
8,174
Q3 2025 Added 0.02%
$0
$2.63 Billion 0.86% of portfolio
27,615
Q3 2025 Reduced 3.12%
$0
$2.53 Billion 0.83% of portfolio
42,786
Q3 2025 Reduced 2.23%
$49.1B
$2.46 Billion 0.81% of portfolio
2,052
Q3 2025 Added 0.79%
$0
$2.48 Billion 0.81% of portfolio
12,743
Q3 2025 Reduced 1.49%
$404B
$2.33 Billion 0.76% of portfolio
2,516
Q3 2025 Added 0.64%
$65.7B
$2.33 Billion 0.76% of portfolio
7,750
Q3 2025 Added 0.6%
$0
$2.09 Billion 0.69% of portfolio
23,442
Q3 2025 Added 0.51%
$0
$1.94 Billion 0.64% of portfolio
9,399
Q3 2025 Reduced 1.3%
$265B
$1.72 Billion 0.56% of portfolio
2,163
Q3 2025 Added 1.17%
$0
$1.65 Billion 0.54% of portfolio
25,091
Q3 2025 Reduced 5.94%
$0
$1.62 Billion 0.53% of portfolio
5,764
Q3 2025 Added 0.03%
$0
$1.47 Billion 0.48% of portfolio
63,619
Q3 2025 Reduced 1.84%
$0
$1.48 Billion 0.48% of portfolio
5,025
Q3 2025 Added 0.4%
$0
$1.44 Billion 0.47% of portfolio
13,943
Q3 2025 Reduced 1.45%
$0
$1.36 Billion 0.45% of portfolio
6,954
Q3 2025 Reduced 2.37%
$971B
$1.33 Billion 0.44% of portfolio
1,747
Q3 2025 Added 2.04%
$0
$1.17 Billion 0.39% of portfolio
20,427
Q3 2025 Reduced 2.74%
$0
$1.17 Billion 0.38% of portfolio
4,573
Q3 2025 Reduced 0.89%
$662B
$1.15 Billion 0.38% of portfolio
2,286
Q3 2025 Added 2.65%
$0
$1.13 Billion 0.37% of portfolio
11,277
Q2 2025 Added 9.93%
Victory Portfolios Ii
-
$1.02 Billion 0.34% of portfolio
-
Q2 2025 New
$0
$1.01 Billion 0.33% of portfolio
7,726
Q3 2025 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $305 Billion
  • Prior Value $280 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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